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2018 Assessment Year Request for Information Reference Guide Linear 2018 Assessment Year Request for Information Reference Guide Linear Property - Operators of Electric Power Systems (Generation) Municipal Affairs 2018 AY RFI Linear Property - Electric Power Systems (EPG) Contents The Linear Property Operator’s Responsibility/ Purpose of the 2018 Assessment Year Request for Information ....................................................................................................... 1 Terminology .......................................................................................................................................... 1 Terms and Definitions .......................................................................................................... 2 General Information .............................................................................................................. 4 What information must you report in the inventory file? ........................................................................ 4 Other publications you may need ......................................................................................................... 5 What do you include with your 2018 AY RFI Return? .......................................................................... 5 Filing your 2018 AY RFI Return ............................................................................................................ 6 What happens to your 2018 AY RFI Return after the assessor receives it? ........................................ 6 What are the consequences of not filing a 2018 AY RFI Return by December 04, 2018? .................. 6 Getting Started ...................................................................................................................................... 7 Instructions for Reporting Operator Details on Sheet 1 (Oper) ......................................... 8 Table 1 – Operator Identification ........................................................................................................... 8 Instructions for Reporting Equipment Site Facilities in “Alberta” on Sheet 2 (ESF) ....... 9 Table 2 – Equipment Sites in “Alberta” ................................................................................................. 9 Appendix – Common Reporting Instructions ....................................................................11 Record Transaction (Trx) .................................................................................................................... 11 Record Type (RecType) ...................................................................................................................... 11 Table 3 – Mapping Operator Inventory to RFI Units in “Alberta” ........................................................ 11 Generation Unit (GenID) ..................................................................................................................... 11 Table 4 – Generation Unit Inventory Codes in “Alberta” ..................................................................... 11 Location – Address ............................................................................................................................. 18 Project Costs and Excluded Costs ...................................................................................................... 18 2018 AY RFI Linear Property - Electric Power Systems (EPG) The Linear Property Operator’s Responsibility/ Purpose of the 2018 Assessment Year Request for Information Under sections 292, 294 and 295(1) of the Municipal Government Act and sections 238, 240 and 241(1) of The Lloydminster Charter, all linear property operators in the Province of Alberta and the City of Lloydminster, Saskatchewan are required to provide a Return relating to the linear property when requested by the assessor. The 2018 Assessment Year Request for Information Reference Guide (2018 AY RFI) provides the required steps for the operators of electric power systems (generation) to prepare a fully compliant 2018 AY RFI Return. The 2018 AY RFI and other material provide direction and explain the circumstances you will need to update/modify the enclosed pre-populated 2018 AY RFI Excel file (Company Number_RFI_SELF_REPORTED_EPG_2018.xls). The 2018 AY RFI provides direction and explains the circumstances under which you are required to send copies of other documents as part of your 2018 AY RFI Return. You must report all information and provide all documentation requested in the 2018 AY RFI by December 04, 2018 to accurately report the electric power systems linear property (generation) inventory you own as of October 31, 2018. 2018 AY Request for Information Return Declaration Form This form is to ensure your contact information is up to date and the Request for information Return has been filled out in compliance with the 2018 AY RFI. This form must be completed, signed and returned with the 2018 AY RFI by December 04, 2018. Terminology ‘Plain language’ and industry-familiar terminology have been used in the 2018 AY RFI whenever possible. The 2018 AY RFI is a legal document that deals with technically complex subjects. Review the following “Terms and Definitions” section for the meaning of key words used in the 2018 AY RFI. Also, review the Appendix for expanded reporting instructions for common inventory file elements and cross-references between industry-familiar terminology and that used in the 2018 AY RFI. Page 1 of 19 2018 AY RFI Linear Property - Electric Power Systems (EPG) Terms and Definitions In the 2018 Assessment Year Request for Information (2018 AY RFI) for Operators of Electric Power Systems (Generation): (a) 2018 AY RFI Return means a complete inventory file (including copies of the documents to support the total project costs and the claimed excluded costs pursuant to the Municipal Government Act, CCRG and any supplementary GIS files) submitted to the assessor in response to the 2018 AY RFI. (b) AER means Alberta Energy Regulator (c) Alberta means the Province of Alberta and the City of Lloydminster, Saskatchewan. (d) allocation area means the administrative areas defined by the assessor to determine in which municipality linear property is located. (e) assessment year has the meaning given to it in the Regulation. (f) assessor has the meaning given to it in section 284(1)(d) of the Municipal Government Act or section 228(1)(e) of The Lloydminster Charter. (g) ATS means Alberta Township System legal land parcel (un-subdivided). (h) AUC means Alberta Utilities Commission. (i) CCRG means the 2005 Construction Cost Reporting Guide. (j) Designated industrial property has the meaning in section 284 (1) (f.01) of the Municipal Government Act (k) Geographic Information System (GIS) means a map-based application such as MapInfo, ESRI or Intergraph and the application’s associated spatial data (example: line work style, symbols and geometries). (l) electric power systems has the meaning given to it in section 284 (1) (k) (i) of the Municipal Government Act and the Matters Relating to Assessment and Taxation Regulation, 2018 (AR 203/2017); or section 228(1)(i) of The Lloydminster Charter and Matters Relating to Assessment and Taxation (AR 220/2004). (m) Included cost (ic) means the value of linear property calculated in accordance with the CCRG, prior to adjustment by the cost factor, as defined in section 1.001 of the 2017 Alberta Linear Property Assessment Minister’s Guidelines. (n) inventory file means the Microsoft Excel file prescribed and pre-populated by the assessor in the 2018 AY RFI or a GIS file containing the same information or a combination of the two. (o) linear property has the meaning given to it in section 284(1)(k) of the Municipal Government Act and the Matters Relating to Assessment and Taxation Regulation, 2018 (AR 203/2017); or section 228(1)(n) of The Lloydminster Charter and the Matters Relating to Assessment and Taxation (AR220/2004) (p) operator has the meaning given to it in section 284(1)(p) of the Municipal Government Act and the Matters Relating to Assessment and Taxation Regulation (AR203/2017); or section 228(1)(w) of The Lloydminster Charter and Matters Relating to Assessment in Taxation (AR 220/2004). (q) project cost means the cost of construction as described in section 1.000 of the CCRG. (r) Regulation means the Matters Relating to Assessment and Taxation Regulation (AR 203/2017) in the Province of Alberta, or Matters Relating to Assessment and Taxation (AR220/2204) in the City of Lloydminster (s) request for information (RFI) means the requested information referred to in section 295(1) of the Municipal Government Act or section 238(3) of The Lloydminster Charter, and the information requested by the assessor pursuant to sections 294(1) and 295(1) of the Municipal Government Act or sections 240(1) and 241(1) of The Lloydminster Charter. Page 2 of 19 2018 AY RFI Linear Property - Electric Power Systems (EPG) (t) year built is the year in which the linear property meets the conditions in section 291(2)(a) of the Municipal Government Act or section 237(2)(a) of The Lloydminster Charter. Page 3 of 19 2018 AY RFI Linear Property - Electric Power Systems (EPG) General Information What information must you report in the inventory file? You must report all of the information requested in the 2018 AY RFI, and provide copies of supporting documents where requested. The 2018 AY RFI provides detailed instructions to assist you to prepare a fully compliant 2018 AY RFI Return. If you own any electric power systems (generation) linear property in Alberta as of October
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